Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
2261 results found
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duplicate e-mail
It would be great if there was a way the system could filter out duplicate emails. Example: If a client emails me and cc's the advisor, that email is posted twice. Sometimes, clients will copy 3 and 4 staff members on an email and that email is then posted that many times. It does not make e-mail searching very user friendly or efficient.
3 votes -
imaging should show number of documents, and also a map
Imaging seems clunky to me. I'd love to see a map showing all the subfolders, and also a number next to each subfolder showing the number of documents in it. for example, if i have a tax return subfolder, but the prospect or client doesn't give tax returns, i may want to archive that folder and not even see it; conversely if i have something in there, i'd like to know about it. maybe a map, and grey out empty subfolders?
3 votes -
Today's birthdays need to actually be today's (not tomorrow's)
Today dashboard should show today's birthdays or tomorrow's (or even better both), not switch to tomorrow's at 3pm and label them today's. My advisor just called the client a day early by accident to wish him a happy birthday.
3 votes -
I liked the calendar sidebar better before the change.
Regarding the sidebar change - I print my bosses daily calendar regularly. I would like to be able to print the day's calendar without having to collapse the sidebar. If I don't remember to do that, the calendar doesn't fill up the whole page (the side bar causes the left side to be blank). I liked the way it worked before the change. Thanks for reading!
3 votes -
Redtail Speak Group Chat Privacy
Chatroom groups in Redtail Speaks are not private. Anyone working in your organization can see information in a chatroom group they are not a part of simply by searching keywords in the "Search Messages" bar in Redtail Speak. I propose building a setting in so when you form a chatroom group you are allowed to mark it private or public, so the group users can determine whether uninvited employees in the company can read what is in the chatroom group.
3 votes -
Default all activities assigned to a specific Attendee
There should be an option to set all activities created to a specific Attendee. If 99% of the activities you create get assigned to the same person, there should be an option to default all activities made by that creating user (regardless of using a template) to default to one attendee. Saves time and errors when attendees are not updated from creating user.
3 votes -
Dividend dates on Calendar
If i have a watchlist, i would like to see their dividend rate and amounts automatically on my calendar.
3 votes -
Ability to resize images copy/pasted into notes
When I copy and paste our emails into a note, our company logo always show up humongous. We are looking for the ability to shrink the images within the note itself without having to delete it. Without that freedom, RT starts to fall behind the competition.
3 votes -
adobe
CRM - Adobe Integrations
I would love for the CRM to be integrated with Adobe Acrobat for quickly filling out forms. Quik! forms is not as user friendly as Adobe so would be nice to have that capability!3 votes -
Notify users when comment added to a note
users can notify team members when adding a note to contact, but that option is not available when adding comments. Should be consistent.
3 votes -
3 votes
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UDF
UDF; remove the "Type" from view. It's only relevant when creating it. We don't need to see it.
3 votes -
Dividend dates for funds in the watchlist
If i have a watchlist, i would like to see their dividend rate and amounts automatically on my calendar.
3 votes -
Why am I limited to using a password with a maximum of 16 characters?
With the sensitivity of the information locked behind the User Name and Password, it seems a large oversight that users may only use a password that is 16 digits or shorter in length.
3 votes -
select notes to move between contacts
The ability to select specific notes to move from one contact to another without having to move them all. Or, the ability to copy notes and have them keep the original date & time of completion.
3 votes -
account name
When linking an account to a note, account, or document only the account number and type shows up. Useless! Multiple accounts are present and we need to identify the one or more that we want to link. If 2 contacts are selected and each contact has an IRA and a Roth IRA along with a NQ account or 2 we have no idea which are which. Accounts should also include the title of the account, not just the acct # and custodian
3 votes -
"Beta" Workflow Stage
There are only "Under Construction," "Active," and "Inactive." It would be great to have a "Beta" stage for workflows that are in a testing stage - maybe even with the ability to only allow specific users or teams the ability to use the workflow.
Right now our firm is putting "Beta" in the title, but there is no way to search and organize RedTail WF templates by this status and it just looks and feels clunky.
3 votes -
Automation Email Alerts should show the Linked Contact
Automations are very limited. To get around this, most of our automations are set to "email user." These emails don't include the Linked Contact for the activity that triggered it. There is way too much manual work to go find the trigger activity, when it's clearly attached to a contact and that contact should appear in the email alert!
3 votes -
Private Investments or Equity
Our clients are actively involved in Private Equity. It would be amazing if we could choose Private Equity under the Accounts tab. A place to track value, capital calls paid, capital calls upcoming, private equity contact information
3 votes -
kris.thorvaldson@lpl.com
This relates to the "Permissions" idea that has 143 votes as of now. There should be a default or permission of "all" for attendees on creating an activity/appointment/task. My assistant sets appointments and items for me on our calendars and I want both our calendars to look identical. Each time we set something on the calendar we have to manually check the attendees dropdown to ALL. If one of us forgets to select all, the default is to the current user and just shows up on that user's calendar. That causes issues. My assistant is new and still learning, and…
3 votes
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